Perf. YTD

Diversifiés/Flexibles

• 4.33% PIMCO GIS Dynamic Multi-Asset Fund
• 3.60% R-co Valor
• 3.56% Amilton Solution
• 3.41% AXA WF Global Optimal Income
• 3.31% Jupiter Flexible Income
• 3.11% SP Croissance
• 2.98% Carmignac Portfolio Emerging Patrimoine
• 2.48% Invest Latitude Equilibre
• 2.41% BGF ESG Multi-Asset
• 2.36% Threadneedle Euro Dynamic Real Return
• 2.17% Haas Epargne Global
• 2.14% OFI RS MultiTrack
• 2.08% Dorval Global Convictions
• 1.84% R-co Valor Balanced
• 1.77% First Eagle Amundi International Fund
• 1.69% Ethna-Aktiv
• 1.62% CPR Croissance Réactive
• 1.60% Mansartis Investissements ISR
• 1.60% R-co Conviction Club
• 1.60% DNCA Evolutif
• 1.59% Ruffer Total Return International
• 1.55% Mandarine Multi-Assets
• 1.47% Lazard Patrimoine SRI
• 1.44% Russell MAGS
• 1.41% Moneta Long Short
• 1.36% Dorval Convictions
• 1.35% Ethna-Dynamisch
• 1.32% ACATIS GANÉ Value Event
• 1.30% ODDO BHF Exklusiv : Polaris Balanced
• 1.19% AXA WF Optimal Income
• 1.17% Clartan Valeurs
• 1.17% JPMorgan Global Income
• 1.17% Sanso Convictions
• 1.14% Trusteam ROC Flex
• 1.14% M&G (Lux) Dynamic Allocation
• 1.12% Fidelity Global Multi Asset Income Fund
• 1.10% Covéa Flexible ISR
• 1.01% BNY Mellon Global Real Return Fund (EUR)
• 0.96% Carmignac Portfolio Patrimoine Europe
• 0.93% Sycomore Allocation Patrimoine
• 0.93% JPM Global Macro Opportunities
• 0.89% NN (L) Patrimonial Balanced European Sustainable
• 0.76% Lombard Odier Funds-All Roads
• 0.71% Dorval Global Convictions Patrimoine
• 0.71% Otea 1
• 0.70% Haas Epargne Patrimoine
• 0.67% Echiquier ARTY SRI
• 0.65% Eurose
• 0.62% VEGA Patrimoine
• 0.60% Carmignac Patrimoine
• 0.59% Richelieu Harmonies
• 0.56% SLF (F) Multi Asset Moderate
• 0.53% Nordea 1 - Stable Return
• 0.35% ODDO BHF Polaris Moderate
• 0.23% EdR Fund Income Europe
• 0.22% GF Fidélité
• 0.20% Invest Latitude Patrimoine
• 0.14% VEGA Euro Rendement
• 0.06% Tikehau International Cross Assets
• - Fidelity Patrimoine
• -0.01% M&G (Lux) Conservative Allocation
• -0.05% Clartan Patrimoine
• -0.07% Vivienne Ouessant
• -0.11% LFIS Vision UCITS Perspective Strategy
• -0.27% Sextant Grand Large

Perf. YTD

OPCVM Actions

• 17.46% BNP Paribas Energy Transition
• 12.93% Templeton Asian Growth
• 12.54% BNY Mellon Mobility Innovation Fund
• 12.51% Russell Investments China Equity
• 12.14% BNP Paribas Funds China Equity
• 10.56% Pictet-Clean Energy
• 10.00% Echiquier World Next Leaders
• 9.92% GemEquity
• 9.82% M Climate Solutions
• 8.62% JPMorgan Global Healthcare
• 8.48% BGF World Technology
• 8.22% Pictet Biotech
• 7.70% Pictet Digital
• 7.56% Echiquier Artificial Intelligence
• 7.54% AXA WF Framlington Robotech
• 7.41% DNCA Invest Beyond Global Leaders
• 7.25% BGF Sustainable Energy
• 6.97% Franklin Technology
• 6.78% JPM Emerging Markets Small Cap
• 6.75% La Française Inflection Point Carbon Impact Global
• 6.64% EdR Fund Healthcare
• 6.59% MainFirst Global Equities Fund
• 6.45% BNP Paribas Climate Impact
• 6.35% BNP Paribas Health Care Innovators
• 5.91% CPR Global Disruptive Opportunities
• 5.65% Lombard Odier Funds-World Brands
• 5.47% Pictet Water
• 5.45% Pictet Global Megatrend Selection
• 5.02% Candriam Equities L Oncology Impact
• 4.95% Thematics AI and Robotics
• 4.88% Lombard Odier Funds-Golden Age
• 4.86% Pictet Security
• 4.83% Mandarine Global Microcap
• 4.70% M&G (Lux) Positive Impact Fund
• 4.60% Fidelity Sustainable Water & Waste
• 4.47% BNP Paribas Aqua
• 4.32% BNP Paribas Funds Disruptive Technology
• 4.27% Thematics Water
• 4.26% Thematics Safety
• 4.24% Threadneedle GL Smaller Companies
• 4.18% Jupiter Financial Innovation
• 4.12% Thematics Meta
• 3.72% Comgest Monde
• 3.70% Wise World ISR
• 3.54% Carmignac Investissement
• 3.48% Fidelity World
• 3.43% EdR Fund Big Data
• 3.37% Athymis Millennial
• 3.31% Threadneedle (Lux) American Fund
• 3.03% MS Investment Funds - US Advantage
• 3.00% Thematics Subscription Economy
• 2.97% Russell Investments World Equity Fund
• 2.64% AXA WF Framlington Digital Economy
• 2.35% DNCA Invest Beyond Semperosa
• 2.27% Mirova Global Sustainable Equity
• 2.16% OFI Invest US Equity
• 1.84% CM-CIC Global Leaders
• 1.76% AXA Europe Small Cap
• 1.74% CPR Silver Age
• 1.64% Aviva Grandes Marques ISR
• 1.61% NN (L) Global Equity Impact Opportunities
• 1.59% Franklin US Opportunities
• 1.36% MS INVF Europe Opportunity
• 1.33% Generali France Future Leaders
• 0.99% M&G (Lux) Global Listed Infrastructure Fund
• 0.86% Echiquier World Equity Growth
• 0.26% Covéa Actions Europe Opportunités
• 0.17% Lazard Actions Américaines
• -0.10% CM-CIC Pierre
• -4.25% CM-CIC Global Gold

Perf. YTD

OPCVM Absolute Return

• 3.58% Sycomore L/S Opportunities
• 2.79% Threadneedle Pan European Absolute Alpha
• 2.72% MainFirst Absolute Return Multi Asset
• 1.96% Helium Selection
• 1.72% Pictet TR - Atlas
• 0.79% Candriam Absolute Return Equity Market Neutral
• 0.30% Kirao Multicaps Alpha
• 0.16% G Fund - Alpha Fixed Income
• - H2O Largo
• -0.33% LFIS Vision UCITS Premia
• -0.53% Nordea 1 - Alpha 10 MA Fund

DNCA Finance

Lambert DEMANGE
Commercial Clientèle CGPI - 75 (Paris)

Ligne directe : 01 58 62 54 83

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Perf. YTD

OPCVM PEA

• 6.18% La Française Actions France PME
• 5.80% G Fund - Avenir Small Cap
• 5.73% Erasmus Small Cap Euro
• 5.68% Sycomore Eco Solutions
• 5.68% Groupama Avenir Euro
• 5.49% Quadrige Rendement France Midcaps
• 5.24% Mirova Europe Environmental Equity
• 4.86% MainFirst Germany Fund
• 4.68% Pluvalca Health Opportunities
• 4.44% Amilton Premium Europe
• 4.21% Richelieu Family Small Cap
• 4.12% Erasmus Mid Cap Euro
• 3.94% R-co Thematic Silver Plus
• 3.85% ODDO BHF Avenir Europe
• 3.75% Pluvalca Disruptive Opportunities
• 3.74% Tocqueville Megatrends ISR
• 3.68% Tocqueville Ulysse
• 3.59% Mandarine Europe Microcap
• 3.42% Sextant PME
• 3.34% Norden SRI
• 3.17% Portzamparc Entrepreneurs
• 3.15% RJ Green Impact
• 3.13% Dorval Manageurs Europe
• 3.05% Legg Mason Martin Currie Global Long-Term
• 3.05% Covéa Terra
• 3.02% ODDO BHF Active Small Cap
• 2.96% Mandarine Active
• 2.92% Candriam EQ L Europe Innovation
• 2.92% Mandarine Unique
• 2.62% OFI RS Equity Climate Change
• 2.56% Haas Actions Croissance
• 2.56% Quadrator SRI
• 2.55% Auris - Evolution Europe ISR
• 2.40% Echiquier Major SRI Growth Europe
• 2.35% Amplegest Pricing Power
• 2.30% DNCA Invest Norden Europe
• 2.26% COGEFI Prospective
• 2.24% DNCA Invest Archer Mid-Cap Europe
• 2.20% EdR SICAV Euro Sustainable Growth
• 2.20% CPR Croissance Dynamique
• 2.06% Dorval Manageurs Smid cap Euro
• 2.01% C-Quadrat Europe Multicap
• 2.00% Dorval Manageurs
• 1.99% Sycomore Francecap
• 1.98% Sycomore Shared Growth
• 1.85% Echiquier Positive Impact Europe
• 1.84% Indépendance et Expansion France Small
• 1.78% Moneta Multi Caps
• 1.69% FCP Mon PEA
• 1.68% EdR SICAV Tricolore Rendement
• 1.64% Seven European Equity Fund
• 1.59% Montségur Croissance
• 1.57% BDL Convictions
• 1.56% Montségur Dividendes
• 1.51% ELEVA Leaders Small & Mid Cap Europe
• 1.43% Richelieu CityZen
• 1.36% Athymis Millennial Europe
• 1.34% GIS SRI Ageing Population
• 0.99% Echiquier Agenor SRI Mid Cap Europe
• 0.95% Richelieu Pragma Europe
• 0.76% Sycomore Happy @ Work
• 0.68% Fidelity Europe
• 0.66% VEGA France Opportunités
• 0.59% AXA IM Euro Sélection
• 0.49% Kirao Multicaps
• -0.02% Fourpoints Euro Global Leaders
• -0.06% Axiom European Banks Equity

Perf. YTD

OPCVM Obligations Convertibles

• 2.90% M Global Convertibles
• 2.70% Lazard Convertible Global

Perf. YTD

OPCVM Obligations

• 0.98% Sextant Bond Picking
• 0.94% IVO Fixed Income
• 0.87% AXA Court Terme Dollar
• 0.86% La Française Rendement Global 2028 Plus
• 0.73% SLF Opportunité High Yield 2023
• 0.68% La Française Rendement GL 2028
• 0.54% Axiom Optimal Fix
• 0.51% Sanso Objectif Durable 2024
• 0.43% Axiom Obligataire
• 0.29% Tikehau 2022
• 0.28% Tailor Crédit Rendement Cible
• 0.27% Salamandre Euro Rendement
• 0.20% Candriam Patrimoine Obli-Inter
• 0.14% Russell Inv Unconstrained Bond
• 0.09% M&G (Lux) Global Macro Bond Fund
• 0.06% IVO Fixed Income Short Duration
• -0.08% EdR Fund Bond Allocation
• -0.21% Carmignac PTF U Euro Fixed Income
• -0.29% Franklin European Total Return
• -0.31% Jupiter Dynamic Bond
• -0.47% PIMCO GIS Diversified Income
• -0.52% Mirova Global Green Bond
• -0.59% Legg Mason Brandywine Global Income Optimiser
• -0.91% M&G (Lux) Emerging Markets Bond Fund